1,286 hedge funds and large institutions have $39.2B invested in Vertiv in 2025 Q2 according to their latest regulatory filings, with 302 funds opening new positions, 525 increasing their positions, 351 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+160
Holders Change %
+14.21%
% of All Funds
17.24%
Holding in Top 10
55
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+139.13%
% of All Funds
0.74%
New
302
Increased
525
Reduced
351
Closed
127
Calls
$4.39B
Puts
$3.5B
Net Calls
+$894M
Net Calls Change
+$1.08B
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.88B +$37.4M +291,596 +0.8%
BlackRock
2
BlackRock
New York
$4.53B +$148M +1,151,464 +3%
Bank of America
3
Bank of America
North Carolina
$1.33B +$273M +2,122,672 +26%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.14B -$5.87M -45,679 -0.5%
Morgan Stanley
5
Morgan Stanley
New York
$1.06B +$258M +2,012,925 +32%
State Street
6
State Street
Massachusetts
$1.06B +$56.9M +442,937 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$856M +$28.2M +219,970 +3%
Invesco
8
Invesco
Georgia
$762M +$132M +1,024,634 +21%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$734M +$35.6M +277,520 +5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$628M +$166M +1,295,772 +36%
Victory Capital Management
11
Victory Capital Management
Texas
$554M +$448M +3,527,802 +425%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$538M -$573M -4,459,048 -52%
Norges Bank
13
Norges Bank
Norway
$538M +$538M +4,190,729 New
UBS Group
14
UBS Group
Switzerland
$471M +$21.4M +166,870 +5%
Winslow Capital Management
15
Winslow Capital Management
Minnesota
$459M +$459M +3,576,701 New
NL
16
Nuveen LLC
North Carolina
$456M +$318M +2,474,390 +230%
FAM
17
Fred Alger Management
New York
$417M -$31.7M -246,802 -7%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$415M +$208M +1,624,456 +100%
ClearBridge Investments
19
ClearBridge Investments
New York
$414M -$27.4M -213,628 -6%
American Century Companies
20
American Century Companies
Missouri
$378M +$39.4M +306,782 +12%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$372M +$6.88M +53,551 +2%
Ameriprise
22
Ameriprise
Minnesota
$361M +$119M +930,158 +49%
Northern Trust
23
Northern Trust
Illinois
$350M +$27.8M +216,397 +9%
Westfield Capital Management
24
Westfield Capital Management
Massachusetts
$339M +$33.4M +259,837 +11%
BAMCO Inc
25
BAMCO Inc
New York
$330M -$50.9M -396,003 -13%